Global Macro / Markets / Investing:
- Mutual Funds Sour on Startup Investments – WSJ
- “The Old Normal Is Gone”: February Shatters Global Temperature Records – Slate
- Number of Troubled Companies Nears 2009 Peak – WSJ
- Bill Gross: Negative Rates Are Finance Economy’s Last, Dying Gasp – WSJ
- How concerned should we be about business investment and productivity growth? – Equitable Growth
- Ending the privileges for sovereign exposures in banking regulation – VOX
- Marc Lasry says oil price drop fuels distressed debt deals – FT
- World’s No. 2 Currency Trader Sees Dollar Surge as Misery Wanes – Bloomberg
- Gold Snaps Back to Bull Market as Prices Surge on Haven Demand – Bloomberg
- Pimco Says It’s Time to Buy Junk Bonds – Bloomberg
Americas:
- Will Trump Force Bloomberg to Run for President? – New Yorker
- Romney’s advisers explore blocking Trump at RNC – www.cnn.com
- An Analysis of Hillary Clinton’s Tax Proposals – taxpolicycenter.org
- How Trump Killed the Reagan Mystique – Politico
- The Republican Plan to ’Divide and Survive’ Against Trump – The Atlantic
- Republican Voters Kind Of Hate All Their Choices – fivethirtyeight.com
- Silicon Valley Residents Leave for Greener Grass, Cheaper Housing – WSJ
- How American Cities Can Make America Great Again: Build Houses – The Atlantic
- Freddie Mac reviews $600bn hedge book as losses mount – Risk.net
- Brazil’s GDP shrinks 3.8% – FT
Europe:
- EU closes on migrant deal with Turkey – FT
- Greece resists IMF demands for more pension cuts – Reuters
- ECB Studies Stimulus Options That Won’t End Up Hurting Banks – Bloomberg
- Diagnosing What Ails Europe’s Biggest Banks – Bloomberg
- Fresh recession will cause eurozone collapse, warns Swiss bank – The Telegraph
- Is Brexit a threat to foreign direct investment? – FT
- French economy minister sends double Brexit warning to UK – FT
- Euro depression is ’deliberate’ EU choice, says former Bank of England chief – The Telegraph
- No ’big short’ yet for hedge funds on Brexit – Reuters
Asia:
Advertisement
- Xi Jinping’s Remedy for China’s Economic Gloom Has Echoes of Reagan – NY Times
- China plans securitisation to tackle banks’ bad debt burden – FT
- This is nuts. When’s the crash? – FT Alphaville
- Wang Jianlin, China’s richest man, escapes the Spotlight – FT
- South Korea’s eight-day talkathon is the world’s longest filibuster – The Economist
- China’s new television rules ban homosexuality, drinking, and vengeance – Quartz
- China’s Busiest Internet Banker Warns of `Lawless’ Markets – Bloomberg
Trans-Tasman:
- As Sydney Overheats, Perth Price Drop Tempts Asian Home-Buyers – Bloomberg
- Malcolm Turnbull’s leadership challenge: a policy and authority vacuum – Canberra Times
- Did life get better for Australians last year? – Canberra Times
- Chinese were active sellers at the latest Auckland apartment auction – Interest.co.nz
- NZ Budget surplus much bigger than expected – Interest.co.nz
- ‘Big Short’ on Aussie banks ‘will take years’ if true, JPMorgan says – The AFR
- Tony Abbott no Kevin Rudd ‘at this stage’, cabinet minister Mathias Cormann says – Canberra Times
- Turnbull puts Abbott on notice – The Australian
- Abbott wants competence, not ‘five new taxes’ – The Australian
- Voters want negative gearing reform – The AFR
- Private health cover: governments only care about rising costs when they’re paying, not you – The Guardian
- Retail sector stays buoyant as the saving rate tumbles – Callam Pickering
- BIS negative gearing report: Who commissioned it and why? – ABC The Drum
- Turnbull could meet Labor half way on negative gearing – ABC The Drum